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Oracle Corporation shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Oracle Corporation

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All positions including Oracle Corporation held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $206k 1.2k 166.64
2024-09-30 $223k 1.3k 170.40
2022-06-30 $67k 971 69.00

More positions owned by Heritage Financial Services

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
J P Morgan Exchange Traded F Income Etf (JPIE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Core S&p Ttl Stk (ITOT)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Apple (AAPL)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust International (DFSI)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Core Msci Emkt (IEMG)

View all positions for Heritage Financial Services

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Loomis, Sayles and
Fisher Investments
Northern Trust
Bank of America Corporation
Goldman Sachs Group
Henderson Group
Legal & General Group
First Eagle Investment Management

View all funds holding Oracle Corporation